Popular investment vehicles known as open-ended funds have been thrust into the spotlight this month as a result of the shock suspension of investor Neil Woodford’s flagship fund.
We believe that introducing clients’ intended beneficiaries to their financial adviser is important to enable a relationship to be built prior to receipt of their inheritance.
A 2017 study has revealed that people who seek advice from an Independent Financial Adviser (IFA) are on average £40,000 better off than those who do not.
There is a huge amount of uncertainty in British politics at present, largely caused by the issue of Brexit and the uncertainty to find a way forward from here.
The UK’s consumer price index (CPI) breached the Bank of England’s target for the first time this year rising to 2.1% in April, up from 1.9% last month.
This Thursday it is the EU elections. In theory, these should not have been taking place for the UK. It won’t impact the UK Parliament as it is MPs who need to support or decline a Brexit deal but the results could influence how these MPs react.
Do you have a Will in place? If so, when was the last time you looked at it? A survey produced in January 2018 based on 2,000 people by Macmillian Cancer Support has revealed that among over 55’s, 42% of people do not hold a W
Recent research by Fidelity has found that whilst those who work for employers are beginning to feel the benefits of the Government auto-enrolment scheme, self-employed people are getting left behind when it comes to pensions and savings.
Figures published by the Office for National Statistics confirmed one in six (17%) pensioners in the UK are surviving on the State Pension alone.
nheritance tax (IHT) receipts increased by £165million last month, according to HMRC’s latest data. In the month of March 2019 IHT receipts accounted for £537million, up from £372million in February 2019, showing a growth of 44 per cent.